How to check the XIRR of Nippon India Active Momentum Fund- Direct Plan IDCW Option?

You can track the exact XIRR and portfolio overlapping of Nippon India Active Momentum Fund- Direct Plan IDCW Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Nippon India Active Momentum Fund- Direct Plan IDCW Option

Q: How to check portfolio overlap for Nippon India Active Momentum Fund- Direct Plan IDCW Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India Active Momentum Fund- Direct Plan IDCW Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: 0.69

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 10-02-2025

Exit Load: Nil

Fund Size:₹320.08 Cr

Performance

Fund10.12%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund21.34%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	29.16	8.41%
2	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	22.41	6.46%
3	State Bank of India	Equity	Listed	Large Cap	Banks	13.77	3.97%
4	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	11.82	3.41%
5	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	10.67	3.08%
6	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	10.04	2.89%
7	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	9.90	2.85%
8	Lupin Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	9.90	2.85%
9	Axis Bank Limited	Equity	Listed	Large Cap	Banks	9.87	2.85%
10	Vedanta Limited	Equity	Listed	Large Cap	Diversified Metals	9.17	2.64%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65219	+8.7%	+18.8%
SI	07 Mar, 25	85000	95081	+11.9%	+17.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.10 L.	+10.1%	+10.1%
SI	03 Mar, 25	1 L.	1.30 L.	+30.3%	+21.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.